EP1103791A2 - Optical angular or longitudinal position measuring device - Google Patents

Optical angular or longitudinal position measuring device Download PDF

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Publication number
EP1103791A2
EP1103791A2 EP00811009A EP00811009A EP1103791A2 EP 1103791 A2 EP1103791 A2 EP 1103791A2 EP 00811009 A EP00811009 A EP 00811009A EP 00811009 A EP00811009 A EP 00811009A EP 1103791 A2 EP1103791 A2 EP 1103791A2
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EP
European Patent Office
Prior art keywords
module
material measure
light
measuring
detection means
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Granted
Application number
EP00811009A
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German (de)
French (fr)
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EP1103791B1 (en
EP1103791A3 (en
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Baumer Holding AG
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Hera Rotterdam BV
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Publication of EP1103791A3 publication Critical patent/EP1103791A3/en
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    • GPHYSICS
    • G01MEASURING; TESTING
    • G01DMEASURING NOT SPECIALLY ADAPTED FOR A SPECIFIC VARIABLE; ARRANGEMENTS FOR MEASURING TWO OR MORE VARIABLES NOT COVERED IN A SINGLE OTHER SUBCLASS; TARIFF METERING APPARATUS; MEASURING OR TESTING NOT OTHERWISE PROVIDED FOR
    • G01D5/00Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable
    • G01D5/26Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light
    • G01D5/32Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light
    • G01D5/34Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light the beams of light being detected by photocells
    • G01D5/347Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light the beams of light being detected by photocells using displacement encoding scales
    • G01D5/34776Absolute encoders with analogue or digital scales
    • G01D5/34784Absolute encoders with analogue or digital scales with only analogue scales or both analogue and incremental scales
    • GPHYSICS
    • G01MEASURING; TESTING
    • G01DMEASURING NOT SPECIALLY ADAPTED FOR A SPECIFIC VARIABLE; ARRANGEMENTS FOR MEASURING TWO OR MORE VARIABLES NOT COVERED IN A SINGLE OTHER SUBCLASS; TARIFF METERING APPARATUS; MEASURING OR TESTING NOT OTHERWISE PROVIDED FOR
    • G01D5/00Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable
    • G01D5/12Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable using electric or magnetic means
    • G01D5/244Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable using electric or magnetic means influencing characteristics of pulses or pulse trains; generating pulses or pulse trains
    • G01D5/245Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable using electric or magnetic means influencing characteristics of pulses or pulse trains; generating pulses or pulse trains using a variable number of pulses in a train
    • G01D5/2454Encoders incorporating incremental and absolute signals
    • G01D5/2458Encoders incorporating incremental and absolute signals with incremental and absolute tracks on separate encoders
    • GPHYSICS
    • G01MEASURING; TESTING
    • G01DMEASURING NOT SPECIALLY ADAPTED FOR A SPECIFIC VARIABLE; ARRANGEMENTS FOR MEASURING TWO OR MORE VARIABLES NOT COVERED IN A SINGLE OTHER SUBCLASS; TARIFF METERING APPARATUS; MEASURING OR TESTING NOT OTHERWISE PROVIDED FOR
    • G01D5/00Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable
    • G01D5/26Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light
    • G01D5/32Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light
    • G01D5/34Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light the beams of light being detected by photocells
    • G01D5/347Mechanical means for transferring the output of a sensing member; Means for converting the output of a sensing member to another variable where the form or nature of the sensing member does not constrain the means for converting; Transducers not specially adapted for a specific variable characterised by optical transfer means, i.e. using infrared, visible, or ultraviolet light with attenuation or whole or partial obturation of beams of light the beams of light being detected by photocells using displacement encoding scales
    • G01D5/34707Scales; Discs, e.g. fixation, fabrication, compensation
    • G01D5/34715Scale reading or illumination devices

Definitions

  • the invention relates to an optical angle and / or displacement measuring module and one optical encoder according to the preambles of the independent claims.
  • angle and displacement measuring systems For more and more applications, it is appropriate to use angle and displacement measuring systems to be installed in existing devices. So far, this has mainly been done with so-called closed encoder systems that have a measuring standard and a measuring head include functional. As a result, they have integrated their own storage and are to be attached to the object to be measured using couplings. Apart from the voluminous and expensive due to self-storage structure, the attachment is z. B. at shaft ends with angle encoders often disruptive during installation and expensive in manufacturing and assembly.
  • the module should be built-in. The The task is solved by the angle and / or displacement measuring module and the Encoders as defined in the independent claims.
  • the optical angle and / or displacement measuring module according to the invention for measurement its position in relation to a material measure contains means for light detection and means for imaging a part of the material measure on the detection means. It also contains means by means of which, on the one hand, incident light hits the Material measure and, on the other hand, light coming from the material measure the detection means is feasible.
  • the optical measuring transducer comprises a scanning head and a material measure movable relative to the scanning head, the scanning head (1) being a includes optical angle and / or displacement measuring module according to the invention.
  • the measures are marked by the measures identified in the main claim practically all substrate surfaces due to the almost "specular" or diffuse reflective plan structures that are easy to detect with known ones lithographic etching processes, printing and / or laser marking processes are applicable.
  • z. B. beam labeled Structures on shafts, drums possible and particularly inexpensive angular and / or path measuring systems can be implemented.
  • the further development of the invention allows in particular the High-resolution installation of precision encoders in which mechanical tolerances intercepted during installation and operation.
  • An easy sliding and flexible Intermediate part not only contributes to easy installation or maintenance of the built-in encoder at; rather, there are not insignificant mechanical deflections of the Material measure (e.g. motor shaft ends or rulers) automatically compensated.
  • the intermediate part is also designed according to the invention in such a way that an inexpensive plastic look of vapors, dirt, etc. on one sensitive lens surface is largely protected.
  • the measuring module according to the invention can be used both in “open” sensors, wherein the measuring module preferably slides on the material measure as also in “closed” sensors, preferably in the sensor is installed that there is a defined distance to the also built Compliance with measuring standards.
  • Figure 1 shows an inventive angle encoder in a side view. It has the task of measuring the angular position of a measuring module 1 relative to a rotatable part 2, for example a motor shaft.
  • the relative movement, in this exemplary embodiment of an angle encoder, the relative rotation, of the measuring module 1 relative to the part 2 is indicated by an arrow 9.
  • a material measure 3 (not visible in FIG. 1), for example in the form of a linear code, is attached.
  • the measuring module 1 contains means for illuminating the material measure 3, for detecting the light coming from the material measure 3 and for imaging the material measure 3 on the detection means; these means are explained on the occasion of FIG. 3.
  • the measuring module 1 preferably includes a carrier body 10 and means 11 for Compliance with a (arbitrarily) defined distance d with respect to the Measuring standard 3 perpendicular to the surface extension of the measuring standard 3 and / or to enable a relative movement with respect to the material measure 3.
  • the measuring module 1 can comprise a module element 11, the the surface 12 facing the scale 3 to the scale 3 geometrically, for example in terms of their radius of curvature, adapted and thanks to their Material properties with very little friction on the measuring scale 3 slides.
  • a suitable contact pressure F can be, for example, a slightly prestressed compression spring be trained.
  • Additional means 13.1, 13.2 can be used to maintain a defined position with respect to the material measure 3 in the area dimension of the material measure 3 may be provided.
  • the intermediate part 11 or a transmitter housing can, for example. sliding against the side of the movable part 2 and thus a pure Ensure the rotational movement of the measuring module 1 relative to part 2. So can any disturbing deviations or measurement errors can be avoided.
  • a displacement encoder is shown in a perspective view. It has the task of measuring the position of a measuring module 1 relative to a linearly displaceable part 2, for example a scale. Apart from the fact that the embodiment of FIG. 1 shows an angle encoder, the explanations given on the occasion of FIG. 1 also apply analogously to the displacement encoder of FIG. 2.
  • the surface 21 of the scale 1 facing the measuring module 1 is shown in FIG Measuring standard 3 is shown schematically.
  • it includes an absolute track 31 with a linear code, which by reflecting surfaces ("1") and absorbing surfaces ("0") is shown, and an incremental track 32 for Fine resolution between two values of the absolute track 31.
  • the absolute track 31 can for the purpose of the known difference formation which is advantageous for signal processing comprise two partial tracks 31.1, 31.2, which carry the same code, but to each other are inverse (i.e. a "0" on the first partial track 31.1 corresponds to a "1" on the second partial track 31.2 and vice versa).
  • the absolute and incremental track is referred to the document DE-195 05 176.9, which is incorporated by reference into this document.
  • means 13.1, 13.2 can be used to maintain a defined position with respect to the material measure 3 in the area dimension of the material measure 3 can be provided in order to achieve a purely linear relative movement of the measuring module 1 to ensure against part 2.
  • FIG. 3 shows the beam path in an embodiment of the transducer according to the invention in cross section.
  • the measuring transducer comprises a measuring module 1 and, for example on a part 2, a measuring body 3 which is movable relative thereto.
  • the measuring module 1 is essentially based on a carrier body 10 made of plastic or correspondingly made metal, which is expediently coated. It can be made from two sub-modules 10, 11 or in one piece. Its surface 12 facing the material measure 3 is designed in such a way that the measuring module 1 maintains a defined distance from the material measure 3 and slides over the material measure 3 with practically no wear, with very little friction.
  • the measuring module 1 can contain a light source 41, for example a light-emitting diode (LED) or a laser diode. Alternatively, light can also be outside the measuring module 1 are generated and on a suitable beam path into the measuring module 1 occur or be coupled.
  • a light source 41 for example a light-emitting diode (LED) or a laser diode.
  • LED light-emitting diode
  • light can also be outside the measuring module 1 are generated and on a suitable beam path into the measuring module 1 occur or be coupled.
  • Light in this document means any Understand the type of electromagnetic radiation, e.g. visible light, but also infrared or ultraviolet radiation.
  • Incident light 81 passes through first reflective element 42 onto a beam splitter or partially transmissive mirror 43, from which it is partially reflected on the material measure 3. Of the Material measure 3 reflected and / or scattered light 82 is from the beam splitter 16 partially transmitted and reaches light detection means 44.
  • the illuminated Part of the material measure 3 is applied to the light detection means by a lens 45 pictured.
  • the image is preferably telecentric, with a second Reflector 46 with a small area can serve as an aperture diaphragm, which as Exit pupil works.
  • a telecentricity mirror or an aperture 46 in the focal point of the lens 45 can be achieved that the Imaging scale enlarged image of the measuring standard 3 in the image plane.
  • the dimensions of the light detection means 44 remain the same, even if the Item range in small areas (e.g. due to a Material measure 3) varies.
  • the beam path can be extended if necessary optical elements such as a third reflective element 47 can be influenced.
  • the reflecting elements 42, 46, 47 can be, for example, as interfaces between Plastic 10 and air can be formed. These interfaces are preferably with at least one reflective metal layer and / or with a reflective System of dielectric layers provided.
  • polarization-optical elements including one polarization-dependent beam splitter 43, could be achieved that the incident Light 81 essentially reflects 100% and that which runs to detector 44 Light 82 is essentially 100% transmitted. This would result in a high one Luminous efficacy, a higher signal-to-noise ratio and ultimately a higher one Sensitivity.
  • the light detection means 44 can, for example. Photodiodes with a special be geometric shape, as described in DE-195 05 176.9. she are preferably integrated in a special application-specific Integrated circuit (Application Specific Integrated Circuit, ASIC) 48, which also contains special hardware for signal processing and fine value interpolation (see DE-195 05 176.9). In another embodiment, this ASIC 48 can also be the Include light source 41 and its control.
  • ASIC Application Specific Integrated Circuit
  • the measuring module 1 can be suspended on a circuit board (not shown) be, which at the same time as a mechanical attachment for module 1 and as electrical connection for energy and / or signals to and / or from module 1 can serve.
  • the person skilled in the art can further embodiments design, which also belong to the subject of the invention.
  • the light 81 incident from the light source 41 could also come from the beam splitter 43 transmitted and the light 82 reflected by the material measure 3 from Beam splitter 43 are reflected.
  • Other mechanical structures are also conceivable.
  • the measuring standard could be on a Base of the rotating part 2 may be attached instead of on the lateral surface 21 as in the exemplary embodiment of FIG. 1.

Abstract

Module (1) measures its position relative to a body with a measurement scale (3). The module has a light detector (44) and optical components (45-47) for imaging the measurement scale on the light detector. A beam divider (43) splits light so that light is reflected on to the measurement scale and light from the scale is transmitted to the detector. The module is divided into first (10) and second elements (11). The first module contains the detection elements while the second enables smooth movement of the module relative to the measurement body and scale.

Description

Die Erfindung betrifft ein optisches Winkel- und/oder Weg-Messmodul sowie einen optischen Messgeber gemäss Oberbegriffen der unabhängigen Patentansprüche.The invention relates to an optical angle and / or displacement measuring module and one optical encoder according to the preambles of the independent claims.

Für immer mehr Anwendungen ist es zweckmässig, Winkel- und Weg-Messsysteme in vorhandene Geräte einzubauen. Bisher erfolgte dies überwiegend mit sogenannten geschlossenen Gebersystemen, die eine Massverkörperung und einen Messkopf funktionsfähig beinhalten. Sie haben dadurch ihre Eigenlagerung integriert und sind mittels Kupplungen an das Messobjekt entsprechend zu befestigen. Abgesehen von dem voluminösen und durch Eigenlagerung teuren Aufbau, ist die Befestigung z. B. an Wellenenden bei Drehwinkelgebern oft störend beim Einbau und aufwendig in der Fertigung und Montage.For more and more applications, it is appropriate to use angle and displacement measuring systems to be installed in existing devices. So far, this has mainly been done with so-called closed encoder systems that have a measuring standard and a measuring head include functional. As a result, they have integrated their own storage and are to be attached to the object to be measured using couplings. Apart from the voluminous and expensive due to self-storage structure, the attachment is z. B. at shaft ends with angle encoders often disruptive during installation and expensive in manufacturing and assembly.

Die bisherigen Ansätze, sogenannte Einbaugeber (ohne Eigenlagerung), sind nur bei geringen Winkel-Auflösungen sowie reinen Umgebungsbedingungen zur Anwendung gekommen und haben sich nicht durchgesetzt. Obwohl die Lager eingespart werden, sind die nicht ausreichende Präzisionsmontage, die aufwendige Justierung, die geforderten schmutzfreien Räume, die problematische Beleuchtung und Abbildungsverhältnisse hinderlich und haben keinen Einsatz erlaubt. Die bei Einbaugebern an sich gewünschte Auflichtbeleuchtung benötigt aufwendige, teure sowie empfindliche Oberflächenstrukturen (difraktive optische Strukturen) der Massverkörperungen, um eine ausreichende Abbildung zu erhalten, weil durch die notwendige schräg einfallende Beleuchtung keine spiegelnd reflektierenden Substratoberflächen erlaubt sind. Diese speziellen optischen Oberflächen sind aufwendig und nur mit teueren Werkzeugen realisierbar und sehr empfindlich.The previous approaches, so-called built-in encoders (without internal storage), are only for low angle resolutions as well as pure environmental conditions Application came and have not prevailed. Although the camp are saved, the insufficient precision assembly, the complex Adjustment, the required dirt-free rooms, the problematic lighting and image relationships are a hindrance and have not allowed any use. The at Built-in transducers desired incident light illumination requires complex, expensive as well as sensitive surface structures (diffractive optical structures) of the Material measures to obtain a sufficient image because of the necessary obliquely incident lighting no specularly reflecting Substrate surfaces are allowed. These are special optical surfaces complex and can only be realized with expensive tools and very sensitive.

Es ist Aufgabe der Erfindung, ein optisches Modul für einen hochauflösende Winkel- und/oder Weg-Messgeber sowie einen solchen Messgeber zu schaffen, welcher die obigen Nachteile nicht aufweist. Das Modul soll integriert einbaubar sein. Die Aufgabe wird gelöst durch das Winkel- und/oder Weg-Messmodul und den Messgeber, wie sie in den unabhängigen Patentansprüchen definiert sind.It is an object of the invention to provide an optical module for a high-resolution angular and / or to create displacement sensors as well as such a sensor, which the does not have the above disadvantages. The module should be built-in. The The task is solved by the angle and / or displacement measuring module and the Encoders as defined in the independent claims.

Das erfindungsgemässe optische Winkel- und/oder Weg-Messmodul zur Messung seiner Lage gegenüber einer Massverkörperung, beinhaltet Mittel zur Lichtdetektion und Mittel zur Abbildung eines Teils der Massverkörperung auf die Detektionsmittel. Es beinhaltet ferner Mittel, mittels welcher einerseits einfallendes Licht auf die Massverkörperung und andererseits von der Massverkörperung kommendes Licht zu den Detektionsmitteln führbar ist.The optical angle and / or displacement measuring module according to the invention for measurement its position in relation to a material measure, contains means for light detection and means for imaging a part of the material measure on the detection means. It also contains means by means of which, on the one hand, incident light hits the Material measure and, on the other hand, light coming from the material measure the detection means is feasible.

Der erfindungsgemässe optische Messgeber umfasset einen Abtastkopf und eine relativ zum Abtastkopf bewegbare Massverkörperung, wobei der Abtastkopf (1) ein erfindungsgemässes optisches Winkel- und/oder Weg-Messmodul beinhaltet.The optical measuring transducer according to the invention comprises a scanning head and a material measure movable relative to the scanning head, the scanning head (1) being a includes optical angle and / or displacement measuring module according to the invention.

Durch die im Hauptanspruch gekennzeichneten Massnahmen sind die Muster auf praktisch allen Substratoberflächen durch die nahezu "spiegelnd" bzw. diffus reflektierenden planen Strukturen erfassbar, die einfach mit bekannten lithographischen Ätzprozessen, Druck- und/oder Laserbeschrifter-Verfahren aufbringbar sind. Somit sind auch auf einfache Weise auf z. B. Strahl beschriftete Strukturen auf Wellen, Trommeln möglich und besonders preisgünstige Winkel- und/oder Weg-Messsysteme realisierbar. The measures are marked by the measures identified in the main claim practically all substrate surfaces due to the almost "specular" or diffuse reflective plan structures that are easy to detect with known ones lithographic etching processes, printing and / or laser marking processes are applicable. Thus, z. B. beam labeled Structures on shafts, drums possible and particularly inexpensive angular and / or path measuring systems can be implemented.

Die weiterführende Ausgestaltung der Erfindung erlaubt insbesondere den hochauflösenden Einbau von Präzisionsgebern, in dem mechanische Toleranzen beim Einbau und Betrieb abgefangen werden. Ein leicht gleitendes und flexibles Zwischenteil trägt nicht nur zur einfachen Montage bzw. Unterhalt des Einbaugebers bei; vielmehr sind nicht unerhebliche mechanische Auslenkungen der Massverkörperung (z. B. Motor-Wellenenden oder Lineale) automatisch kompensiert. Das Zwischenteil ist weiterhin erfindungsgemäss so ausgeführt, dass eine kostengünstig erstellte Kunststoff-Optik von Dämpfen, Schmutz etc. an einer empfindlichen Linsenfläche weitestgehend geschützt ist.The further development of the invention allows in particular the High-resolution installation of precision encoders in which mechanical tolerances intercepted during installation and operation. An easy sliding and flexible Intermediate part not only contributes to easy installation or maintenance of the built-in encoder at; rather, there are not insignificant mechanical deflections of the Material measure (e.g. motor shaft ends or rulers) automatically compensated. The intermediate part is also designed according to the invention in such a way that an inexpensive plastic look of vapors, dirt, etc. on one sensitive lens surface is largely protected.

Mit der erfinderischen Ausgestaltung wird die kostengünstige Erstellung des Messkopfes und der Massverkörperung sowie der hochauflösenden Messsysteme ermöglicht, da die Auflichtbeleuchtung die einfache Beschriftung erlaubt und die Montage- und Einbautoleranzen sowie schmutzige Umgebungseinflüsse beherrscht werden.With the inventive design, the inexpensive creation of the Measuring head and the material measure as well as the high-resolution measuring systems enabled because the incident light allows easy labeling and the Assembly and installation tolerances and dirty environmental influences are mastered become.

Das erfindungsgemässe Messmodul ist sowohl in "offenen" Messgebern einsetzbar, wobei das Messmodul vorzugsweise gleitend auf der Massverkörperung bewegt, als auch in "geschlossenen" Messgebern, wobei es vorzugsweise derart im Messgeber eingebaut ist, dass es einen definierten Abstand zur ebenfalls eingebauten Massverkörperung einhält.The measuring module according to the invention can be used both in "open" sensors, wherein the measuring module preferably slides on the material measure as also in "closed" sensors, preferably in the sensor is installed that there is a defined distance to the also built Compliance with measuring standards.

Im folgenden wird die Erfindung anhand von Zeichnungen detailliert erläutert. Dabei zeigen schematisch:

Fig. 1
einen erfindungsgemässen Winkelmessgeber in einer Seitenansicht,
Fig. 2
einen erfindungsgemässen Wegmessgeber in einer perspektivischen Ansicht und
Fig. 3
den Strahlengang in einer Ausführungsform des erfindungsgemässen Messgebers im Querschnitt.
The invention is explained in detail below with reference to drawings. The following schematically show:
Fig. 1
an angle encoder according to the invention in a side view,
Fig. 2
a displacement encoder according to the invention in a perspective view and
Fig. 3
the beam path in an embodiment of the transducer according to the invention in cross section.

Figur 1 zeigt einen erfindungsgemässen Winkelmessgeber in einer Seitenansicht. Er hat die Aufgabe, die Winkellage eines Messmoduls 1 gegenüber einem drehbaren Teil 2, bspw. einer Motorenwelle, zu messen. Die Relativbewegung, in diesem Ausführungsbeispiel eines Winkelmessgebers die relative Drehung, des Messmoduls 1 gegenüber dem Teil 2 ist durch einen Pfeil 9 angedeutet. Auf der dem Messmodul 1 zugewandten Fläche 21 des drehbaren Teils 2, in diesem Beispiel auf der Mantelfläche der zylinderförmigen Welle, ist eine (in Fig. 1 nicht sichtbare) Massverkörperung 3, bspw. in der Form eines linearen Codes, angebracht. Das Messmodul 1 beinhaltet Mittel zur Beleuchtung der Massverkörperung 3, zur Detektion des von der Massverkörperung 3 kommenden Lichtes und zur Abbildung der Massverkörperung 3 auf die Detektionsmittel; diese Mittel werden anlässlich der Fig. 3 erläutert. Figure 1 shows an inventive angle encoder in a side view. It has the task of measuring the angular position of a measuring module 1 relative to a rotatable part 2, for example a motor shaft. The relative movement, in this exemplary embodiment of an angle encoder, the relative rotation, of the measuring module 1 relative to the part 2 is indicated by an arrow 9. On the surface 21 of the rotatable part 2 facing the measuring module 1, in this example on the lateral surface of the cylindrical shaft, a material measure 3 (not visible in FIG. 1), for example in the form of a linear code, is attached. The measuring module 1 contains means for illuminating the material measure 3, for detecting the light coming from the material measure 3 and for imaging the material measure 3 on the detection means; these means are explained on the occasion of FIG. 3.

Das Messmodul 1 beinhaltet vorzugsweise einen Trägerkörper 10 und Mittel 11 zur Einhaltung eines (willkürlich) definierten Abstands d bezüglich der Massverkörperung 3 senkrecht zur Flächenausdehnung der Massverkörperung 3 und/oder zur Ermöglichung einer Relativbewegung gegenüber der Massverkörperung 3. Zu diesem Zweck kann das Messmodul 1 ein Modulelement 11 umfassen, dessen der Massverkörperung 3 zugewandte Oberfläche 12 an die Massverkörperung 3 geometrisch, bspw. was ihren Krümmungsradius betrifft, angepasst ist und dank ihrer Materialeigenschaften mit sehr geringer Reibung auf der Massverkörperung 3 gleitet. Um den gewünschten definierten Abstand d gegenüber der Massverkörperung 3 ständig einzuhalten, ist es vorteilhaft, (nicht eingezeichnete) Mittel zum Anpressen des Messmoduls 1 auf die Massverkörperung 3 mit einer geeigneten Anpresskraft F vorzusehen. Solche Anpressmittel können bspw. als leicht vorgespannte Druckfeder ausgebildet sein.The measuring module 1 preferably includes a carrier body 10 and means 11 for Compliance with a (arbitrarily) defined distance d with respect to the Measuring standard 3 perpendicular to the surface extension of the measuring standard 3 and / or to enable a relative movement with respect to the material measure 3. For this purpose, the measuring module 1 can comprise a module element 11, the the surface 12 facing the scale 3 to the scale 3 geometrically, for example in terms of their radius of curvature, adapted and thanks to their Material properties with very little friction on the measuring scale 3 slides. By the desired defined distance d from the material measure 3 constantly to adhere to, it is advantageous (not shown) for pressing of the measuring module 1 to the material measure 3 with a suitable contact pressure F to provide. Such pressing means can be, for example, a slightly prestressed compression spring be trained.

Es können zusätzlich Mittel 13.1, 13.2 zur Einhaltung einer definierten Lage bezüglich der Massverkörperung 3 in der Flächenausdehnung der Massverkörperung 3 vorgesehen sein. Das Zwischenteil 11 bzw. ein Gebergehäuse können bspw. seitlich geführt am beweglichen Teil 2 gleitend anliegen und so eine reine Drehbewegung des Messmoduls 1 gegenüber dem Teil 2 gewährleisten. So können eventuelle störende Abweichungen bzw. Messfehler vermieden werden.Additional means 13.1, 13.2 can be used to maintain a defined position with respect to the material measure 3 in the area dimension of the material measure 3 may be provided. The intermediate part 11 or a transmitter housing can, for example. sliding against the side of the movable part 2 and thus a pure Ensure the rotational movement of the measuring module 1 relative to part 2. So can any disturbing deviations or measurement errors can be avoided.

In Figur 2 ist ein Wegmessgeber in einer perspektivischen Ansicht dargestellt. Er hat die Aufgabe, die Lage eines Messmoduls 1 gegenüber einem linear verschiebbaren Teil 2, bspw. einem Massstab, zu messen. Abgesehen davon, dass die Ausführungsform von Fig. 1 einen Winkelmessgeber zeigt, gelten die anlässlich von Fig. 1 gemachten Erläuterungen analog auch für den Wegmessgeber von Fig. 2.In Figure 2 , a displacement encoder is shown in a perspective view. It has the task of measuring the position of a measuring module 1 relative to a linearly displaceable part 2, for example a scale. Apart from the fact that the embodiment of FIG. 1 shows an angle encoder, the explanations given on the occasion of FIG. 1 also apply analogously to the displacement encoder of FIG. 2.

Auf der dem Messmodul 1 zugewandten Fläche 21 des Massstabs 1 ist in Fig. 2 die Massverkörperung 3 schematisch eingezeichnet. Sie umfasst bspw. eine Absolutspur 31 mit einem linearen Code, welcher durch reflektierende Flächen ("1") und absorbierende Flächen ("0") dargestellt wird, und eine Inkrementalspur 32 zur Feinauflösung zwischen zwei Werten der Absolutspur 31. Die Absolutspur 31 kann zwecks der bekannten, für eine Signalverarbeitung vorteilhaften Differenzbildung zwei Teilspuren 31.1, 31.2 umfassen, welche denselben Code tragen, aber zueinander invers sind (d. h. einer "0" auf der ersten Teilspur 31.1 entspricht eine "1" auf der zweiten Teilspur 31.2 und umgekehrt). Für Details zur Detektion und Auswertung der Absolut- und Inkrementalspur sei auf die Schrift DE-195 05 176.9 hingewiesen, welche durch Bezugnahme in diese Schrift aufgenommen wird. The surface 21 of the scale 1 facing the measuring module 1 is shown in FIG Measuring standard 3 is shown schematically. For example, it includes an absolute track 31 with a linear code, which by reflecting surfaces ("1") and absorbing surfaces ("0") is shown, and an incremental track 32 for Fine resolution between two values of the absolute track 31. The absolute track 31 can for the purpose of the known difference formation which is advantageous for signal processing comprise two partial tracks 31.1, 31.2, which carry the same code, but to each other are inverse (i.e. a "0" on the first partial track 31.1 corresponds to a "1" on the second partial track 31.2 and vice versa). For details on detection and evaluation the absolute and incremental track is referred to the document DE-195 05 176.9, which is incorporated by reference into this document.

Auch hier können zusätzlich Mittel 13.1, 13.2 zur Einhaltung einer definierten Lage bezüglich der Massverkörperung 3 in der Flächenausdehnung der Massverkörperung 3 vorgesehen sein, um eine rein lineare Relativbewegung des Messmoduls 1 gegenüber dem Teil 2 zu gewährleisten.Here, too, means 13.1, 13.2 can be used to maintain a defined position with respect to the material measure 3 in the area dimension of the material measure 3 can be provided in order to achieve a purely linear relative movement of the measuring module 1 to ensure against part 2.

Figur 3 zeigt den Strahlengang in einer Ausführungsform des erfindungsgemässen Messgebers im Querschnitt. Der Messgeber umfasst ein Messmodul 1 und eine, bspw. auf einem Teil 2, relativ dazu bewegliche Massverkörperung 3. Das Messmodul 1 basiert im wesentlichen auf einem Trägerkörper 10 aus Kunststoff oder entsprechend ausgeführtem Metall, das zweckmässigerweise beschichtet ist. Es kann aus zwei Teilmodulen 10, 11 oder auch einstückig gefertigt sein. Seine der Massverkörperung 3 zugewandte Fläche 12 ist derart ausgebildet, dass das Messmodul 1 einen definierten Abstand zur Massverkörperung 3 einhält und mit sehr geringer Reibung praktisch verschleissfrei über die Massverkörperung 3 gleitet. Figure 3 shows the beam path in an embodiment of the transducer according to the invention in cross section. The measuring transducer comprises a measuring module 1 and, for example on a part 2, a measuring body 3 which is movable relative thereto. The measuring module 1 is essentially based on a carrier body 10 made of plastic or correspondingly made metal, which is expediently coated. It can be made from two sub-modules 10, 11 or in one piece. Its surface 12 facing the material measure 3 is designed in such a way that the measuring module 1 maintains a defined distance from the material measure 3 and slides over the material measure 3 with practically no wear, with very little friction.

Dass Messmodul 1 kann eine Lichtquelle 41 enthalten, bspw. eine Leuchtdiode (LED) oder eine Laserdiode. Alternativ kann Licht auch ausserhalb des Messmoduls 1 erzeugt werden und auf einem geeignetem Strahlengang in das Messmodul 1 einfallen bzw. eingekoppelt werden. (Unter "Licht" wird in dieser Schrift jegliche Art von elektromagnetischer Strahlung verstanden, also bspw. sichtbares Licht, aber auch infrarote oder ultraviolette Strahlung.) Einfallendes Licht 81 gelangt über ein erstes reflektierendes Element 42 auf einen Strahlteiler oder teildurchlässigen Spiegel 43, von dem es teilweise auf die Massverkörperung 3 reflektiert wird. Von der Massverkörperung 3 reflektiertes und/oder gestreutes Licht 82 wird vom Strahlteiler 16 teilweise transmittiert und gelangt auf Lichtdetektionsmittel 44. Der beleuchtete Teil der Massverkörperung 3 wird durch eine Linse 45 auf die Lichtdetektionsmittel abgebildet. Die Abbildung ist vorzugsweise telezentrisch, wobei ein zweiter Reflektor 46 mit kleiner Fläche als Aperturblende dienen kann, welche als Austrittspupille wirkt. Durch Verwendung eines solchen Telezentriespiegels bzw. einer Blende 46 im Brennpunkt der Linse 45 kann erreicht werden, dass das um den Abbildungsmassstab vergrösserte Bild der Massverkörperung 3 in der Bildebene auf den Lichtdetektionsmitteln 44 in seinen Dimensionen gleich bleibt, auch wenn die Gegenstandsweite in kleinen Bereichen (z. B. wegen eines Höhenschlags der Massverkörperung 3) variiert. Der Strahlengang kann bei Bedarf durch weitere optische Elemente wie ein drittes reflektierendes Element 47 beeinflusst werden.The measuring module 1 can contain a light source 41, for example a light-emitting diode (LED) or a laser diode. Alternatively, light can also be outside the measuring module 1 are generated and on a suitable beam path into the measuring module 1 occur or be coupled. ("Light" in this document means any Understand the type of electromagnetic radiation, e.g. visible light, but also infrared or ultraviolet radiation.) Incident light 81 passes through first reflective element 42 onto a beam splitter or partially transmissive mirror 43, from which it is partially reflected on the material measure 3. Of the Material measure 3 reflected and / or scattered light 82 is from the beam splitter 16 partially transmitted and reaches light detection means 44. The illuminated Part of the material measure 3 is applied to the light detection means by a lens 45 pictured. The image is preferably telecentric, with a second Reflector 46 with a small area can serve as an aperture diaphragm, which as Exit pupil works. By using such a telecentricity mirror or an aperture 46 in the focal point of the lens 45 can be achieved that the Imaging scale enlarged image of the measuring standard 3 in the image plane The dimensions of the light detection means 44 remain the same, even if the Item range in small areas (e.g. due to a Material measure 3) varies. The beam path can be extended if necessary optical elements such as a third reflective element 47 can be influenced.

Die reflektierenden Elemente 42, 46, 47 können bspw. als Grenzflächen zwischen Kunststoff 10 und Luft ausgebildet sein. Diese Grenzflächen sind vorzugsweise mit mindestens einer reflektierenden Metallschicht und/oder mit einem reflektierenden System von dielektrischen Schichten versehen.The reflecting elements 42, 46, 47 can be, for example, as interfaces between Plastic 10 and air can be formed. These interfaces are preferably with at least one reflective metal layer and / or with a reflective System of dielectric layers provided.

Mit Hilfe von polarisationsoptischen Elementen, darunter einem polarisationsabhängigen Strahlteiler 43, könnte erreicht werden, dass das einfallende Licht 81 im wesentlichen zu 100 % reflektiert und das zum Detektor 44 laufende Licht 82 im wesentlichen zu 100 % transmittiert wird. So ergäbe sich eine hohe Lichtausbeute, ein höheres Signal-Rausch-Verhältnis und letztlich eine höhere Empfindlichkeit.With the help of polarization-optical elements, including one polarization-dependent beam splitter 43, could be achieved that the incident Light 81 essentially reflects 100% and that which runs to detector 44 Light 82 is essentially 100% transmitted. This would result in a high one Luminous efficacy, a higher signal-to-noise ratio and ultimately a higher one Sensitivity.

Die Lichtdetektionsmittel 44 können bspw. Photodioden mit einer speziellen geometrischen Formgebung sein, wie sie in DE-195 05 176.9 beschrieben sind. Sie sind vorzugsweise in einem speziellen anwendungsspezifischen integrierten Schaltkreis (Application Specific Integrated Circuit, ASIC) 48 integriert, der auch spezielle Hardware zur Signalverarbeitung und Feinwert-Interpolation enthält (siehe DE-195 05 176.9). Dieser ASIC 48 kann in einer anderen Ausführungsform auch die Lichtquelle 41 und ihre Ansteuerung beinhalten. The light detection means 44 can, for example. Photodiodes with a special be geometric shape, as described in DE-195 05 176.9. she are preferably integrated in a special application-specific Integrated circuit (Application Specific Integrated Circuit, ASIC) 48, which also contains special hardware for signal processing and fine value interpolation (see DE-195 05 176.9). In another embodiment, this ASIC 48 can also be the Include light source 41 and its control.

Das Messmodul 1 kann auf einer (nicht dargestellten) Leiterplatte aufgehängt werden, welche gleichzeitig als mechanische Befestigung für das Modul 1 und als elektrische Verbindung für Energie und/oder Signale zum und/oder vom Modul 1 dienen kann.The measuring module 1 can be suspended on a circuit board (not shown) be, which at the same time as a mechanical attachment for module 1 and as electrical connection for energy and / or signals to and / or from module 1 can serve.

Bei Kenntnis der Erfindung kann der Fachmann weitere Ausführungsformen entwerfen, welche jedoch auch zum Erfindungsgegenstand gehören. Beispielsweise könnte das von der Lichtquelle 41 einfallende Licht 81 auch vom Strahlteiler 43 transmittiert und das von der Massverkörperung 3 reflektierte Licht 82 vom Strahlteiler 43 reflektiert werden. Auch sind andere mechanische Aufbauten denkbar. So könnte selbstverständlich bei einem Drehgeber die Massverkörperung auf einer Grundfläche des rotierenden Teils 2 angebracht sein statt auf der Mantelfläche 21 wie im Ausführungsbeispiel von Fig. 1.With knowledge of the invention, the person skilled in the art can further embodiments design, which also belong to the subject of the invention. For example the light 81 incident from the light source 41 could also come from the beam splitter 43 transmitted and the light 82 reflected by the material measure 3 from Beam splitter 43 are reflected. Other mechanical structures are also conceivable. Of course, with a rotary encoder, the measuring standard could be on a Base of the rotating part 2 may be attached instead of on the lateral surface 21 as in the exemplary embodiment of FIG. 1.

Claims (13)

Optisches Winkel- und/oder Weg-Messmodul (1) zur Messung seiner Lage gegenüber einer Massverkörperung (3), beinhaltend Mittel (44) zur Lichtdetektion und Mittel (45-47) zur Abbildung eines Teils der Massverkörperung (3) auf die Detektionsmittel (44), gekennzeichnet durch Mittel (43), mittels welcher einerseits einfallendes Licht (81) auf die Massverkörperung (3) und andererseits von der Massverkörperung (3) kommendes Licht (82) zu den Detektionsmitteln (44) führbar ist.Optical angle and / or displacement measuring module (1) for measuring its position relative to a material measure (3), comprising means (44) for light detection and means (45-47) for imaging a part of the material measure (3) onto the detection means ( 44), characterized by means (43), by means of which light (81) incident on the material measure (3) on the one hand and light (82) coming from the material measure (3) on the other hand can be guided to the detection means (44). Modul (1) nach Anspruch 1, zusätzlich beinhaltend eine Lichtquelle (41) zur Erzeugung des einfallenden Lichtes (81).Module (1) according to claim 1, additionally comprising a light source (41) for Generation of the incident light (81). Modul (1) nach Anspruch 2, wobei die Lichtquelle (41) als Leuchtdiode oder als Laserdiode ausgebildet ist.Module (1) according to claim 2, wherein the light source (41) as a light emitting diode or is designed as a laser diode. Modul (1) nach einem der Ansprüche 1-3, zusätzlich beinhaltend Mittel (11) zur Einhaltung eines definierten Abstands (d) zur Massverkörperung (3) in Richtung senkrecht zur Flächenausdehnung der Massverkörperung (3) und/oder zur Ermöglichung einer Relativbewegung gegenüber der Massverkörperung (3).Module (1) according to one of claims 1-3, additionally comprising means (11) to maintain a defined distance (d) from the material measure (3) in Direction perpendicular to the surface area of the material measure (3) and / or to enable a relative movement with respect to the Material measure (3). Modul (1) nach Anspruch 4, wobei die Mittel (11) zur Ermöglichung einer Relativbewegung als Gleitfläche (12) ausgebildet sind. Module (1) according to claim 4, wherein the means (11) for enabling a Relative movement are designed as a sliding surface (12). Modul (1) nach Anspruch 4 oder 5, umfassend zwei Modulelemente (10, 11), von denen ein erstes Modulelement (10) die Detektionsmittel (44) und ein zweites Modulelement (11) die Mittel zur Ermöglichung einer Relativbewegung beinhaltet.Module (1) according to claim 4 or 5, comprising two module elements (10, 11), of which a first module element (10), the detection means (44) and a second module element (11) the means to enable a Relative movement includes. Modul (1) nach einem der Ansprüche 1-6, zusätzlich beinhaltend Mittel (13.1, 13.2) zur Einhaltung einer definierten Lage bezüglich der Massverkörperung (3) in Richtung der Flächenausdehnung der Massverkörperung (3).Module (1) according to one of claims 1-6, additionally comprising means (13.1, 13.2) to maintain a defined position with regard to the material measure (3) in the direction of the surface area of the material measure (3). Modul (1) nach einem der Ansprüche 1-7, wobei die Detektionsmittel (44) lichtempfindliche Flächen für die Erfassung sowohl eines Absolutwerts als auch eines Inkrementalwerts der relativen Lage des Moduls (1) gegenüber der Massverkörperung (3) aufweisen.Module (1) according to one of claims 1-7, wherein the detection means (44) photosensitive areas for the detection of both an absolute value and also an incremental value of the relative position of the module (1) compared to the Have material measure (3). Modul (1) nach einem der Ansprüche 1-8, beinhaltend elektronische Mittel (48) zur Verarbeitung der Ausgangssignale der Detektionsmittel (44) zu einem Gesamtabsolutwert der relativen Lage des Moduls (1) gegenüber der Massverkörperung (3).Module (1) according to any one of claims 1-8, including electronic means (48) for processing the output signals of the detection means (44) into one Total absolute value of the relative position of the module (1) compared to the Material measure (3). Modul (1) nach einem der Ansprüche 1-9, wobei die Abbildungsmittel (45-47) derart ausgebildet sind, dass sie den Teil der Massverkörperung (3) telezentrisch auf die Detektionsmittel (44) abbilden.Module (1) according to one of claims 1-9, wherein the imaging means (45-47) are designed such that they represent the part of the material measure (3) image telecentrically on the detection means (44). Modul (1) nach Anspruch 10, wobei die Abbildungsmittel (45-47) eine Abbildungslinse (45) und eine als Austrittspupille wirkende Aperturblende (46) umfassen. Module (1) according to claim 10, wherein the imaging means (45-47) one Imaging lens (45) and an aperture diaphragm (46) acting as an exit pupil include. Modul (1) nach einem der Ansprüche 1-11, umfassend einen Trägerkörper (10) aus Kunststoff, in welchen die Abbildungsmittel (45-47) integriert sind.Module (1) according to one of claims 1-11, comprising a carrier body (10) made of plastic, in which the imaging means (45-47) are integrated. Optischer Messgeber, umfassend einen Abtastkopf und eine relativ zum Abtastkopf bewegbare Massverkörperung (3), dadurch gekennzeichnet, dass der Abtastkopf (1) ein optisches Winkel- und/oder Weg-Messmodul (1) nach einem der Ansprüche 1-12 beinhaltet.Optical measuring transducer comprising a scanning head and a material measure (3) movable relative to the scanning head, characterized in that the scanning head (1) contains an optical angle and / or displacement measuring module (1) according to one of Claims 1-12.
EP00811009A 1999-11-18 2000-10-30 Optical angular or longitudinal position measuring device Expired - Lifetime EP1103791B1 (en)

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US6465773B1 (en) 2002-10-15
DE50014843D1 (en) 2008-01-24

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